Getting Started with Clari Mobile

Overview

This article teaches you to use Clari Mobile—from downloading to inspecting deals and updating your Forecast. It's helpful for both reps and managers!

Download Clari Mobile

To download the Clari Mobile app:

 

• Apple users: App Store link
• Android users: Play Store link 

 

For more help with downloading mobile, check out this article. 

 

Once you download and log in, read on to learn to navigate and use the app.

 

Navigation

Clari Mobile uses tabs for each Module. This way, you can use tabs independently—without losing your previous spot.

 

For example, if you navigate to Forecast > Forecast Tab > Deals > Specific deal insights, then click on Search and look up another opportunity—once you find the opportunity you're looking for, you can return to the Forecast tab and still see the same specific deal you were previously looking at.

 

Here are the supported tabs in Mobile: 

 

1. Dashboards (this is the default landing page in Mobile) 

2. Forecasting

3. Views (Opportunities and Accounts)

4. Search

 

BONUS: RevAI and Copilot call links are also available.

 

Let's review each tab and some key actions you can take in Clari Mobile. 

 

Dashboards

This is where you'll land when you open the app. From here, you can see the supported mobile widgets: KPIs, Pulse, and Flow.

 

 

 

Forecast

Reps can see quotas, what they’ve got booked, and how much is in commit. They can also update their forecasts from the app:

My Forecast > specific tab (i.e. New Business in the screenshot below) > Submit forecast.

 

A Manager can see what the team's quota is, what has closed so far, and what’s still in commit. They also have the option to look at their Team's Forecasts individually, as well as Update their own forecast.

 

Note the difference between your forecast call vs. updating forecast categories for deals: A forecast call is your judgment or where you think you're going to land at the end of this quarter. The opportunities below, or the numbers in the forecast categories, should support that call.

 

Note: You will only see the Quota and Closed amount for the first tab in the Forecast module. 

 

 

Views

Inspecting Opportunities and Accounts

Users can inspect their Opportunities and Accounts through views they’ve created and saved on Clari Web. From either the Accounts or Opportunities tab, you can select from the dropdown list of Views and find the account or opportunity you’d want to dig into.

 

The table allows you to compare fields across multiple Opportunities or Accounts with minimal interaction required. You can easily click on any sortable header (i.e. Deal Size, Amount, or Close Date) and sort ascending or descending.

 

Accounts

You can inspect deals by account under the Accounts tab. 

 

 

Clicking on any Account row will show you the Details and relevant Opportunities on the Account (Grouped by Open, Closed-lost, and Closed-won). You can click on any of the opportunities to view those Activity Insights and details as well as make updates to them.

 

 

Opportunities

Select the Opportunities tab to view your deals. 

 

 

Click into any of the Opportunity rows to see Insights and details. From there, you can view Activity for the opportunity (i.e. Files, Emails, Meetings, etc.) as well as other insights like CRM/Opportunity Score, and days to close: